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Summary
U.S. insurers held nearly $50 billion in ETFs in 2025, representing an increase of almost 25% from the prior year. While ETFs remain a relatively small component of insurer portfolios, they are increasingly being used as strategic tools to manage liquidity, gain efficient market exposure, support asset allocation decisions, and respond to evolving market conditions.
Join a panel of industry experts for a practical discussion on how insurers are incorporating ETFs into general account portfolios, what is driving adoption, and what investment, operational, and regulatory considerations should be top of mind.
The discussion will cover:
- ETF Market Trends: Key issuance and adoption trends by asset class, strategy, management style, and insurer segment.
- Insurance Portfolio Use Cases: How insurers are using ETFs for liquidity, diversification, tactical allocation, and efficient market exposure.
- Regulatory Considerations: Key reporting, capital, accounting, and systematic value considerations for insurer ETF investments.
Speakers
Chris Mechem, CFA
Managing Director, Head of Institutional Insurance
Chris Mechem is Head of Institutional Insurance for the Financial Institutions Group at Invesco.
In this role, he leads the team responsible for engagement between insurance general account investors and Invesco’s variety of public and private investment capabilities. Mr. Mechem joined Invesco in 2016 as an investment due diligence director, responsible for the relationship between Invesco and the investment decision makers at insurance, retirement, and wealth management firm home offices. Prior to his current role, he was an insurance relationship manager, working with executives, product development teams, distribution teams, and all other areas of client firms to align Invesco’s various investment and distribution support capabilities with client needs and goals.
Mr. Mechem earned a BA degree from Hamilton College with a double concentration in economics and classical studies. He is a Chartered Financial Analyst® (CFA) charterholder.
State Street Investment Management
Ben Woloshin
Managing Director, Head of Insurance
Ben Woloshin is Managing Director and Head of Insurance at State Street Global Advisors. He is responsible for fostering the adoption of the SPDR platform within the U.S. Insurance marketplace. Ben is passionate about the ETF ecosystem and believes that they are an efficient tool in optimizing desired portfolio outcomes. His global financial services career has included senior leadership roles in asset management and insurance focusing on business development and product innovation. Ben is a graduate of Loyola University in Chicago with an A.B. in History and is FINRA Series 7,63 & 24 registered.
S&P Dow Jones Indices
Anu R. Ganti, CFA
Head of U.S. Index Investment Strategy
Anu R. Ganti is Senior Director and Head of U.S. Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income and sustainability indices. She is also a frequent contributor to both print and broadcast media outlets.
Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (part of Morgan Stanley Investment Management).
Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor’s degree in finance and marketing from NYU’s Stern School of Business.
S&P Global Market Intelligence
Chris Winter
Associate Director, Business Development
Chris Winter is the North America Insurance solutions lead for S&P Global Market Intelligence. In this role, Chris helps insurance clients utilize the full suite of solutions offered by S&P, such as financial data, credit risk solutions, data feeds, and more, while specializing in the NAIC Statutory and Rate Filings products. He holds a Bachelor of Arts in History and English from the University of Virginia and an MBA from the College of William & Mary.
CFRA Research
Aniket Ullal
SVP and Head, ETF Research & Analytics
Aniket Ullal is SVP and Head, ETF Research & Analytics at CFRA Research, one of the world’s largest independent investment research firms. He founded First Bridge Data, a leading ETF data and analytics provider acquired by CFRA in 2019. Previously, he managed S&P’s US indices, including the S&P 500 and S&P/Case-Shiller indices, which collectively track over $1 trillion in ETF assets. Aniket is also the author of ETF Investment Strategies and holds degrees from Northwestern’s Kellogg School of Management and the Indian Institute of Management Ahmedabad. Connect on LinkedIn.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.